Financial Consulate, Inc

SEC CIK: 0001624510
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv Inc in every 13F filed by Financial Consulate, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overview All 13F holders of FISV Full Q2 2026 holdings

Shares (Q2 2026): 10
Value: $491
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of FISV by Financial Consulate, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10	$491	<0.1%	+10	New	Holders
Q1 2026	0	$0	0.0%	−26−100.0%	Sold out	Holders
Q4 2025	26	$1.75K	<0.1%	+10+62.5%	Added	Holders
Q3 2025	16	$2.06K	<0.1%	+16	New	Holders